Gareth Ward is a financial advisor at Nationwide Investment Advisors, LLC with 13 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Nationwide Investment Services Corp since 2013. Nationwide Investment Advisors provides investment advisory services primarily to retirement plan sponsors and participants through programs such as ProAccount, My Investment Planner, and Smart Alliance. The firm employs a scale-oriented, recordkeeper-driven model and delegates portfolio construction to independent financial experts, managing approximately $16.7 billion in ProAccount assets as of December 31, 2025.

Jasmine Adams is a financial advisor at Nationwide Investment Advisors, LLC with eight years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including JP Morgan Securities LLC, Transamerica Investors Securities Corporation, and Valic Financial Advisors. Nationwide Investment Advisors provides investment advice and managed-account solutions primarily to retirement plan sponsors and participants, focusing on ERISA 401(k) plans and public 403(b)/457(b) plans. The firm uses independent fiduciary experts for portfolio construction and serves a large number of retail participant accounts within a family of affiliated financial companies.

Janice Nichols is a financial advisor at Nationwide Investment Advisors, LLC with 16 years of industry experience. She holds the Series 66 designation and has worked at Nationwide Investment Services Corporation since 2014. Nationwide Investment Advisors provides investment advice and managed-account solutions primarily to retirement plan sponsors and participants, focusing on ERISA 401(k) plans and public 403(b)/457(b) plans. The firm utilizes independent fiduciary experts for portfolio construction and serves a large retail participant base within a family of affiliated financial companies.

Sharon Kiker is a financial advisor with Nationwide Investment Advisors, LLC, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. She has worked at Nationwide Investment Services Corporation since 2023 and has been associated with TIAA and TIAA-CREF since 2013. Nationwide Investment Advisors, LLC provides investment advisory services primarily to retirement plan sponsors and participants through programs such as ProAccount and My Investment Planner, managing approximately $16.7 billion in ProAccount assets. The firm serves a large client base via a scale-oriented, recordkeeper-driven model, focusing exclusively on plan participants and sponsors.

William Redihan is a financial advisor with Nationwide Investment Advisors, LLC in Columbus, OH, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has been with Nationwide Investment Services Corp since 2000. Outside of his advisory role, he works as a driver for Mercedes Cab Company in Orleans, MA. Nationwide Investment Advisors provides investment advice and managed-account solutions primarily to retirement plan sponsors and participants, focusing on ERISA 401(k) and public 403(b)/457(b) plans. The firm uses independent fiduciary experts to develop model portfolios and offers both discretionary and non-discretionary services governed by plan documents and participant risk profiles.

Dennis Meadors is a financial advisor with D.A. Davidson & Co. in Dublin, Ohio. He holds the Series 63 designation and has 40 years of industry experience. Meadors has been with D.A. Davidson & Co. since 2013. D.A. Davidson & Co. offers investment advisory and brokerage services to a broad client base, including employer-sponsored retirement plans, individual investors, charitable organizations, and corporate clients. The firm provides ERISA retirement plan advisory services, comprehensive financial planning, and a private wealth program for clients with over $20 million in net worth, operating under fiduciary standards and employing both qualitative and quantitative investment analysis.

Steven Mahn is a financial advisor at Nationwide Investment Advisors, LLC with nine years of industry experience. He holds the Series 66 designation and has worked at Nationwide Investment Services Corp since 2017, following brief periods at Edward Jones and Service Uniform. Outside of his advisory role, he also works as an Uber driver. Nationwide Investment Advisors, LLC provides investment advisory services primarily to retirement plan sponsors and participants through programs such as ProAccount, My Investment Planner, and Smart Alliance. The firm manages approximately $16.7 billion in ProAccount assets and utilizes independent financial experts to develop investment models, serving a large client base with a scale-oriented, recordkeeper-driven approach.

Kathleen Doucet is a financial advisor with Equity Services, Inc. (ESI Financial Advisors) in Columbus, OH, holding Series 63 and Series 65 licenses and having 29 years of industry experience. Her prior work includes roles at Colonial Life, Valic Financial Advisors, and Pruco Securities. Outside of her advisory work, she volunteers as a mentor with Leadership Worthington and Big Brothers Big Sisters and assists customers as a volunteer translator at the Bloom Free Store. Equity Services, Inc. provides financial planning, consulting, and asset management to a diverse client base including individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms, frequently leveraging third-party asset managers and model portfolios, and operates both as a broker-dealer and SEC-registered investment adviser.

Erik Brown is a CFP® with 17 years of industry experience, currently serving as a financial advisor at Eagle Strategies (NY Life) in Dublin, OH. He has been with Eagle Strategies since 2014 and has prior experience with Nylife Securities LLC and New York Life Insurance Co. In addition to his advisory role, he is appointed with outside insurance carriers for brokering non-registered investment-related insurance products. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients, offering a range of program types tailored to client objectives. The firm manages the majority of its assets on a non-discretionary basis and works within an integrated New York Life affiliate structure.

Roland Wilson is a financial advisor at Nationwide Investment Advisors, LLC with 18 years of industry experience. He holds the Series 66 designation and has been with Nationwide Investment Services Corporation since 2014. Outside of his advisory role, he is involved in a personal real estate investment business. Nationwide Investment Advisors provides investment advice and managed-account solutions primarily to retirement plan sponsors and participants, focusing on ERISA 401(k) plans and public 403(b)/457(b) plans. The firm utilizes independent fiduciary experts to develop model portfolios and manages a large number of retail participant accounts within a network of affiliated financial companies.

Patricia Nichols is a financial advisor with Nationwide Investment Advisors, LLC, holding Series 63 and Series 65 credentials and 28 years of industry experience. Her prior roles include positions at Fidelity Investments, CUNA Brokerage Services, Suncoast Credit Union, AXA Advisors, ICMA Retirement Corporation, and KeyBanc Capital Markets. Nationwide Investment Advisors, LLC provides investment advisory services primarily to retirement plan sponsors and participants through programs such as ProAccount, My Investment Planner, Smart Alliance, and the Advice Program, managing approximately $16.7 billion in ProAccount assets under discretionary management as of year-end 2025. The firm employs a scale-oriented, recordkeeper-driven model relying on independent financial experts for portfolio construction and serves a large client base of over 250,000 plan participants and sponsors.

Robert Bilo is a financial advisor with Nationwide Investment Advisors, LLC, holding Series 65 and Series 66 licenses and bringing 31 years of industry experience. He has worked with Nationwide Investment Advisors since 2006 and has been affiliated with Nationwide Investment Services Corporation and Nationwide Insurance Company since the mid-1990s. Nationwide Investment Advisors provides investment advice and managed-account solutions primarily to retirement plan sponsors and participants, focusing on ERISA 401(k) plans and public 403(b)/457(b) plans. The firm employs independent fiduciary experts to develop model portfolios and serves a large retail participant base within a family of affiliated financial companies.

Dax Welsheimer is a ChFC® credentialed financial advisor with 17 years of industry experience, currently affiliated with Principal Financial Services. His prior roles include positions at Dostal and Kirk and Principal Securities, Inc. Beyond his advisory work, he serves as a Care Pastor at Rock City Church, where he oversees various care-related community activities. Principal Securities provides brokerage and registered investment advisory services to a wide range of clients, including individual investors, retirement plans, trusts, and charitable organizations. The firm’s advisory services include direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Mark Altstaetter is a financial advisor with Equity Services, Inc. (ESI Financial Advisors) in Columbus, Ohio, holding 25 years of industry experience. He has been with Equity Services since 2014 and also maintains longstanding roles with Dome Financial Services and Webb Insurance Agency, where he is responsible for life insurance accounts. Additionally, he works as a part-time sports writer for The Lima News. Equity Services, Inc. provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms, combining long-term strategies with options for shorter-term trading and specialized instruments, and manages a mix of discretionary and non-discretionary client assets.

Jay Randall is a financial advisor with Principal Financial Services in Dublin, Ohio, holding a Series 63 designation and 17 years of industry experience. He previously worked with Lake Forest Financial Advisors and has been affiliated with several Principal entities since 2008. Randall also engages in selling health and fixed insurance products and serves as a partner at Lake Forest Financial Advisors, focusing on investments for high net worth clients and managing 401(k) plans. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individuals, retirement plans, trusts, and business entities. The firm offers financial planning, retirement plan consulting, and access to third-party money manager programs under various advisory and promoter arrangements.

Lior Assa is a CFP® with seven years of industry experience, currently advising at Nationwide Investment Advisors, LLC. His prior roles include positions at Nationwide Investment Services Corp, AE Wealth Management, Bank of America, Merrill Lynch, and Axos Financial. Nationwide Investment Advisors primarily serves retirement plan sponsors and participants through programs like ProAccount, offering a scale-oriented, recordkeeper-driven model that manages approximately $16.7 billion in discretionary assets. The firm relies on independent financial experts for portfolio construction and focuses exclusively on plan participants and sponsors.

Andrew Ward is a financial advisor at Nationwide Investment Advisors, LLC with seven years of industry experience. He holds a Series 65 designation and has worked at Nationwide Investment Services Corp since 2018. Outside of his advisory role, he serves as president of the Old Trinity Evangelical Lutheran Church in Columbus, OH. Nationwide Investment Advisors provides investment advice and managed-account solutions primarily to retirement plan sponsors and participants, focusing on ERISA 401(k) and public 403(b)/457(b) plans. The firm utilizes independent fiduciary experts for portfolio construction and manages a large number of retail participant accounts through its affiliation with Nationwide Trust Company and Nationwide Life Insurance Company.

Michael Scheiwe is a financial advisor at Key Investment Services LLC in Columbus, OH, holding Series 63 and Series 66 licenses with eight years of industry experience. His previous roles include four years at J.P. Morgan Securities LLC and a brief tenure at KFORCE. Key Investment Services LLC is an SEC-registered investment adviser and wrap-fee program sponsor serving individuals, trusts, estates, small businesses, and institutional plan clients. The firm offers model-based advisory products through a multi-provider platform and integrates with KeyCorp affiliates to provide additional financial services.

Christopher Coles is a financial advisor with Nationwide Investment Advisors, LLC, holding the ChFC® designation and Series 63 and 65 licenses. He has 28 years of industry experience, including 13 years at Nationwide Securities Inc. He also serves as an adjunct instructor at The American College in Columbus, Ohio. Nationwide Investment Advisors primarily provides investment advisory services to retirement plan sponsors and participants through programs such as ProAccount, with approximately $16.7 billion in assets under discretionary management. The firm focuses on a scale-oriented, recordkeeper-driven model serving over 250,000 clients with automated enrollment and outsourced portfolio construction.

John Barth is a financial advisor at Nationwide Investment Advisors, LLC with six years of industry experience. He holds a Series 66 designation and has worked at firms including Fidelity Investments and Edward Jones. Nationwide Investment Advisors, LLC provides investment advisory services primarily to retirement plan sponsors and participants through programs like ProAccount and My Investment Planner, utilizing a scale-oriented, recordkeeper-driven model with discretionary portfolio management.